Document layouts and completed leases

How do I generate a document from a layout in LOXA?

Open Create document and choose a saved layout. A tenant-ready draft is created.

For
Organization owner, Organization admin, Property manager
Updated
August 9, 2026
LOXA Document layouts and completed leases screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Document layouts and completed leases workflow in your LOXA role.
  • Have tenant, lease, property, and field values ready before you begin.

Step by step

  1. Sign in to LOXA and open Document layouts and completed leases.

  2. Open Create document and choose a saved layout

  3. Enter or review tenant, lease, property, and field values.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that a tenant-ready draft is created.

What should happen

A tenant-ready draft is created.

Open this workflow in LOXA